CW
VEEV icon

CreativeOne Wealth’s Veeva Systems VEEV Stock Holding History

CreativeOne Wealth’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,640
Closed -$760K – 1219
2025
Q2 		$760K Buy
2,640
+1,539
+140% +$382K 0.02% 618
2025
Q1 		$255K Buy
+1,101
New +$252K 0.01% 916
2024
Q2 		– Sell
-1,425
Closed -$330K – 916
2024
Q1 		$330K Buy
1,425
+223
+19% +$48.1K 0.01% 692
2023
Q4 		$232K Sell
1,202
-158
-12% -$29.8K 0.01% 572
2023
Q3 		$277K Sell
1,360
-208
-13% -$41.9K 0.02% 459
2023
Q2 		$310K Sell
1,568
-4
-0.3% -$730 0.01% 638
2023
Q1 		$289K Buy
1,572
+18
+1% +$3.07K 0.01% 649
2022
Q4 		$251K Sell
1,554
-106
-6% -$18.1K 0.01% 635
2022
Q3 		$274K Buy
1,660
+202
+14% +$40.4K 0.02% 571
2022
Q2 		$288K Buy
1,458
+28
+2% +$5.15K 0.02% 574
2022
Q1 		$304K Sell
1,430
-98
-6% -$21.3K 0.02% 574
2021
Q4 		$391K Buy
1,528
+291
+24% +$84.6K 0.02% 516
2021
Q3 		$356K Buy
1,237
+369
+43% +$117K 0.02% 502
2021
Q2 		$270K Buy
+868
New +$242K 0.02% 566
2021
Q1 		– Sell
-1,466
Closed -$399K – 617
2020
Q4 		$399K Buy
+1,466
New +$411K 0.03% 324

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return